JPMorgan Chase Commercial Bank - CCBSI Treasury Services Strategy Program Manager - ED in Dallas, Texas

The Corporate Client Banking & Specialized Industries group focuses on U.S. and select foreign companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products. The group partners with investment bankers, credit and other product partners to offer customized and complex financing solutions to our clients.

The CCBSI Business Management team is responsible for the organization, delivery, and execution of both strategic and tactical initiatives to support the business. The team partners closely with CCBSI senior management and key product and functional partners through various initiatives.

The Treasury Services Strategy Manager will be responsible for driving CCBSI’s Treasury Services (TS) growth agenda by partnering with CCBSI TS sales leadership and others to develop, organize and execute strategic and tactical initiatives. The TS Strategy Manager will be supported directly by onshore resources and will work closely with a number of partners within Commercial Banking. This role offers a high level of visibility into CCBSI and CB business strategy.

Key Responsibilities:

  • Drive the strategic and tactical direction of the business management support of the CCBSI TS sales organization

  • Act as the single point of contact for the Head of CCBSI TS Sales, representing Finance & Business Management in coordination with Marketing & Communications and Business Operations

  • Manage the CCBSI TS Sales Strategy team within CCBSI Finance and Business Management

  • Prepare presentation materials to be shared with business groups, senior management and other relevant stakeholders

  • Collaborate with CCBSI Data and Reporting and CCBSI Finance (P&A) in producing TS-focused reporting, analytics and insights to be leveraged by all levels within in the business, as well as senior management in the Commercial Bank and senior partners across the firm

  • Represent CCBSI in various Commercial Banking and cross-LOB projects and partner effectively with other teams

  • Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions

  • Oversee on-going training, communication and change management programs with key user groups

  • Coordinate and manage overall project plans and team activities. Monitor progress and milestones, including project health, staffing and capacity planning, developing and mentoring staff when and if needed, and pursue internal process improvement activity where necessary

  • Resolve conflict through expert collaboration and broad decision-making

  • Foster an environment where risk/control issues are escalated, and trends are anticipated and identified

Key Skills Required:

  • Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, detail and results-oriented, and willing to drive change. Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task

  • Communications skills – Must possess strong verbal and written communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas

  • Problem solving skills – Strong problem solving and analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change. Able to outline work process in a thoughtful and detailed manner. Intellectually curious with a genuine interest in knowledge gathering and problem solving

  • Technical and analytical skills – Able to create insightful, accurate analysis and reporting. Understand business drivers and ensure that the groups’ analyses are sound. Capable of synthesizing large amounts of data to develop strategic conclusions

  • Leadership and interpersonal skills – Strong professional presence with the ability to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Proactively seeks guidance, clarification and feedback from others.

Qualifications:

  • Minimum 8 years of relevant work experience

  • Previous management experience

  • Treasury services or management consulting experience preferred

  • Business management, finance and/or project management experience preferred

  • Expertise in Excel and PowerPoint (PitchPro+) required

  • Familiarity with internal JPMC systems (e.g. Client Central, CKC) is a plus

  • BA/BS degree

  • Location: Chicago or Dallas

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.